ServiceTitan is built for residential service.
Forge is built for the commercial install side.
ServiceTitan is the category leader in residential HVAC, plumbing, and electrical service. The product reflects that — strong dispatch, strong marketing automation, deep financing integrations. Forge is built for a different operator: the commercial installation contractor whose work runs on bid-build, certified payroll, change-orders, and submittals. Different work. Different chest.
Side by side. Honest about both.
Yes. AI primitives are the foundation, not bolted on. Modules share architecture rather than relying on integrations between separately acquired products.
Pre-AI architecture with AI features added later. Multiple acquired products (Schedule Engine, Pointman, FieldRoutes) bridged by integration.
Treasury (native module). Davis-Bacon rates per project, prevailing wage per technician per task. WH-347 ready to file in minutes, not days.
Limited. Customers commonly export to ADP, Gusto, or Foundation Software for certified payroll workflows.
Yes. Hyperion — iPad Pro M-series LiDAR. Walk the structure, get a line-item estimate in 60–90 seconds. Methodology + sample plan published at /proof/hyperion-accuracy.
No native equivalent. Field measurement typically via paper takeoff or third-party aerial imagery (EagleView).
Field-initiated change-orders generate from install ticket or scan delta. Customer signs from the truck. Treasury writes the financial side automatically.
Service-style invoice flow. Commercial change-order workflows typically require a separate project-management tool.
Treasury carries the RMR ledger. Renewals, escalators, true-ups inside the same chest as the install.
Strong for residential service contracts and PM agreements.
Public list: $599 / $1,499 / $2,999 per month. Charter: $27,000 prepaid for 36 months — $750/mo equivalent, locked forever, ten seats.
Custom-quoted, typically per-user with implementation fee. Not published.
Where ServiceTitan is the right call.
- 01.Residential HVAC, plumbing, or electrical service operations with high call volume and a strong service-CRM workflow.
- 02.Operators who want deep financing integrations (Wisetack, GoodLeap) for residential consumer-finance pipelines.
- 03.Marketing automation built for the residential service category — phone tracking, ad attribution, customer review pipelines.
- 04.Service-heavy operators whose primary revenue is dispatch + maintenance, not commercial install + retrofit.
The honest line.
If the operator is residential HVAC service with no commercial install side and no certified-payroll exposure, ServiceTitan is the right tool. Charter is built for the operator running commercial install + service + change-orders on the same crew, with engineering-stamped submittals and OCIP/CCIP exposure.
Two tools. Two trades. Pick the one built for yours.